How to set up on Xero

Simple, smart and secure. Access your financials anytime, anywhere and on any device and be completely in control of your business

Getting started with Xero

You don’t need to worry about downloading desktop software, or storing anything on in-house servers. Xero securely stores your data and can be accessed via the cloud. All you’ll need is an internet connection. Before you begin the setup process, you’ll need to gather the following items:

You'll be in complete control of your business finances with Xero's key features

Dashboard

Get a clear view of your business and stay on top of your finances by managing all your accounts in one place.

Online Quoting

Prepare professional and prompt sales quotes to secure business and receive payments faster.